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Donaldson Company (DCI) earnings

DONALDSON Co INC· Industrials

Results to
Jul 2026
Latest analysed call
Jul 2026 (Q4 FY26)
Balance sheet to
Jul 2026

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Donaldson Company earnings: last reported Wed, 26 Aug 2026, for the quarter ended Jul 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue1,059 $ million—Quarterly, as filedQuarter to Jul 2026Revenue from operations as filed. No quarter a year earlier is in the series, so no change is shown.
Operating margin16.7 %—Operating profit / revenueQuarter to Jul 2026For the quarter; a change is in percentage points. No quarter a year earlier is in the series, so no change is shown.
Net profit129 $ million—Quarterly, as filedQuarter to Jul 2026Profit after tax as filed. No quarter a year earlier is in the series, so no change is shown.

Source: Inve data from filed results (SEC filings) · to Jul 2026

Guidance

What management said, and what became of it

13 of 31 judged targets kept · 43 open · verdicts reflect calls analysed to Jul 2026.

DONALDSON Co INC management guidance track record on Inve: 74 targets tracked across analysed earnings calls (13 achieved, 18 missed, 43 open).

TargetOriginal wordingSaidLatest callVerdict
Adjusted EPS$3.92 to $4.08Jul 2025Jul 2026:grew EPS 8% to a record $3.98
Call transcript, Jul 2026 · no direct link		Achieved
Aerospace and Defense Sales GrowthflatJul 2025Jul 2026:Organic aerospace and defense sales declined 3% as overall supply chain constraints, while incrementally improving in some areas persist.
Call transcript, Jul 2026 · no direct link		Missed
Adjusted EPSbetween $4.22 and $4.38Jul 2026Jul 2026:All in, our EPS guidance for the full year is between $4.22 and $4.38, including approximately $0.12 of dilution from Facet when considering incremental amortization and additional interest expense.
Call transcript, Jul 2026 · no direct link		New

Source: Inve Guidance Tracker for DONALDSON Co INC · to Jul 2026

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

18 of DONALDSON Co INC's 74 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 71 more targets are in the full ledger.

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Price

$84.79 −1.54% · −$1.33

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance −66.7% 1Y

$100$200$300$400Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Jan 2026 (Q2 FY26) — 26 Feb 2026Apr 2026 (Q3 FY26) — 2 Jun 2026Jul 2026 (Q4 FY26) — 26 Aug 2026

1Y: $254.9 on 21 Oct 2025 → $84.79. High $400.45 (7 Apr 2026), low $84.79 (23 Oct 2026).

Previous close
$86.12
52-week range
$84.79 – $400.45
One year
−67.62%

Overview

Symbol
DCI
Exchange
US
Currency
USD

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